+ All Categories
Home > Documents > E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a...

E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a...

Date post: 05-Oct-2020
Category:
Upload: others
View: 0 times
Download: 0 times
Share this document with a friend
20
How to install and use the app E-Services Mobile Banking App www.jsafrasarasin.com/e-services
Transcript
Page 1: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

How to install and use the app

E-Services Mobile Banking App

www.jsafrasarasin.com/e-services

Page 2: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

2 E-Services Mobile Banking App

How you benefit from our Mobile Banking App

Banking services and markets – flexibility in your pocket.

With our Mobile Banking App you can:

– Use your smartphone as a digital token (PushTAN) to log in to E-Services and authenticate transactions safely and simply

– Check your assets and account balance

– Make payments conveniently

– Buy and sell financial instruments at any time

– Receive alerts for pre-defined account activities

– View account documents and statements

The products or services described in this document may not be suitable for you or may not be available, or only partially in the jurisdiction in which you are located.

Page 3: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

3E-Services Mobile Banking App

Mobile Banking App with PushTAN: secure, simple and convenient

Our app uses PushTAN technology, which facili- tates logging into the E-Banking desktop and authorises transactions safely and conveniently.

There is no need for any separate token device.Security is enabled in ways unique to you:

Your fingerprint is

verified

Something you are

Something you know

Something you have

Your PINis verified

Your registered device is verified

Verified!

and

or

Page 4: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

4 E-Services Mobile Banking App

Download the app

Prerequisites for using the Mobile Banking App:

A You have a modern mobile device such as a smartphone or tablet with operating system:

– iOS 11.0 or higher – Android 6.0 or higher

B An internet connection (4G/Wifi) on your mobile device

C You have completed the form “Agreement for the use of E-Services” and your mobile phone number is registered with the Bank.

D You already have a user ID and password for E-Services (received via letter).

E You have received your activation code from the Bank (by separate letter).

Download the Mobile Banking App by scanning the QR code on the left.

1.

Page 5: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

5E-Services Mobile Banking App

Download the app

Tap on the notification. Tap the “GET” button to download the app.

The Mobile Banking App “E-Services” will now appear on your screen.

2. 3. 4.

Page 6: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

6 E-Services Mobile Banking App

Set up the app

Tap “Allow” to enable notifications (required for using the digital token).

5. 6. 7.Select the relevant branch option and tap “Save”.

Tap “Login” to access the app.

Page 7: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

7E-Services Mobile Banking App

Activate the app and PushTAN

Enter here your user ID and password. Tap “Next” button.

8. 9. 10.

The password is the same password you use to log into desktop E-Banking.

Device names are handy, espe-cially when you plan to access your bank data on multiple devices (smartphone, tablet, etc.).

You should have received this activation code via letter, SMS or from your Relationship Manager.

Define a name for your device that is easily identifiable to you.

Enter the activation code you received in the letter from the Bank here.

Page 8: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

8 E-Services Mobile Banking App

Define a PIN and enable biometric ID

Re-enter the PIN as confirmation.

Define a PIN code (6 digits).

Your personal identification number (PIN) secures the app and makes it inaccessible to others.

11. 12.

Page 9: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

9E-Services Mobile Banking App

To enable biometric ID (such as TouchID), tap the “YES” button. You might have to scroll down to see the buttons.

Confirm by touching the fingerprint sensor.

The mobile app is now activated for biometric authentication instead of PIN. Tap the “OK” button.

Note: biometric authentication instead of PIN can only be activated if your device supports it.

13. 14. 15.

Page 10: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

10 E-Services Mobile Banking App

Login to the app

To login to the Mobile Banking App, just tap “Login”.

Touch the fingerprint sensor (or alternatively enter your PIN code).

The Mobile Banking App will open and display your Dashboard.

16. 17. 18.

Page 11: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

Mobile Banking App

How to use the Mobile Banking App for authentication and authorisation in E-Banking

www.jsafrasarasin.com/e-services

Page 12: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

12 E-Services Mobile Banking App

How to use the Mobile Banking App as a digital token

Case 1: To login to E-Banking

Step 2

If you have multiple login methods activated,

select the one you’d like to use (here the PushTAN

option is selected). Click the “Next” button.

Go to the E-Banking login page, type in

your user ID and password and click the “Next” button.

Step 1

Page 13: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

13E-Services Mobile Banking App

Step 4

The following screen will appear in

E-Banking. A notification

should appear on your smart-

phone at the same time.

You will receive a notification on your smartphone. Tap on the notification.

The mobile app will open. Tap the “CONFIRM” button.

E-Banking will open showing your Dash-

board page with a summary of your bank information.

Step 6

Step 5

Step 3

Page 14: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

14 E-Services Mobile Banking App

How to use the Mobile Banking App as a digital token

Case 2: To authorise a transaction (payment)

Step 2

Fill in the payment details, and click

the “Send” button.

Step 1

Enter a new payment via

E-Banking.

Page 15: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

15E-Services Mobile Banking App

Step 3

Confirm the payment by clicking the “Execute” button.

Page 16: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

16 E-Services Mobile Banking App

Step 4For certain payments, an additional authorisation is required. In such cases, the screen below will appear.

Step 5

You will receive a notification on

your smartphone. Tap on the

notification.

Page 17: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

Step 8

Step 7E-Banking will now show that the payment has been released. Click the “OK” button.

Step 6

Check that the correct details

are displayed and then click the “AUTHORISE”

button.

The payment order is shown in the

Payment Overview with status

submitted and verified.

17E-Services Mobile Banking App

Page 18: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

Important legal information This material has been prepared by Bank J. Safra Sarasin Ltd, Switzerland (the “Bank”), for information purposes only and for the sole use of the recipient. This material does not constitute any investment advice, recommendation or promotion, offer or solicitation of an offer to buy or sell investments or other specific financial instruments, products or services. It should not be considered as a substitute for individual advice and risk disclosure by a qualified financial, legal or tax advisor. The products or services described in this material may not be suitable for you or may not or only partially be available in the jurisdiction in which you are located.

The Bank does not provide any guarantee or warranty regarding the reliability and completeness of the material and does not assume any liability for any damages incurred as a result of the use of the information contained therein. The content and conditions in this material are subject to change without prior notice.

This material may only be distributed in countries where its distribution is legally permitted. This material is not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) such offering is prohibited. The Bank, or the applicable third party owner, retains all right, title and interest (including copyrights, trademarks, patents, as well as any other intel-lectual property or other right) in all information and content (including all text, data, graphics and logos) contained in this material.

Except as otherwise specified below, this material is distributed by the Bank.

Switzerland: for information on the collection and processing of personal data and your rights under the applicable data protection law please refer to the Bank’s Data Privacy Statement which can be found on the Bank’s website: www.jsafrasarasin.ch/dataprotection.

Bahamas: this material is made available from The Bahamas to private clients of Bank J. Safra Sarasin (Bahamas) Ltd., an entity which is licensed, regulated and subject to the supervision of the Central Bank of The Bahamas and the Securities Commission of The Bahamas. It is not intended for circulation to nationals or citizens of The Bahamas or persons deemed “resident” in The Bahamas for the purposes of exchange control by the Central Bank of The Bahamas.

Gibraltar: this material is distributed from Gibraltar by Bank J. Safra Sarasin (Gibraltar) Ltd (“BJSS Gibraltar”), First Floor, Neptune House, Marina Bay, PO Box 556, Gibraltar to its clients and prospects. BJSS Gibraltar is a limited company incorporated in Gibraltar with registration number 82334 whose registered offices are 57/63 Line Wall Road, Gibraltar. Authorised by the Gibraltar Financial Services Commission.

Page 19: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

Hong Kong: this material is distributed in Hong Kong by Bank J. Safra Sarasin Ltd, Hong Kong Branch (“BJSS Hong Kong”) in the conduct of its business in Hong Kong. BJSS Hong Kong is an authorized institution under the Banking Ordinance (Chapter 155 of the Laws of Hong Kong) and is a registered institution under the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong) (CE Number AHX499) for the purposes of carrying on Types 1 (dealing in securities) and 4 (advising on securities) regulated activities as defined under the Securities and Futures Ordinance. The contents of this material have not been reviewed, registered or authorized, by any regulatory authority in Hong Kong. If you are in doubt about any of the matters detailed herein, you should obtain independent professional advice.

Luxembourg: this material is distributed from Luxembourg by Banque J. Safra Sarasin (Luxembourg) SA, having its registered office at 17–21, Boulevard Joseph II, L-1840 Luxembourg, and being subject to the super vision of the Commission de Sur veillance du Secteur financier – CSSF.

Monaco: this material is distributed from Monaco by Banque J.Safra Sarasin (Monaco) SA, an entity regulated by “the Commission de Contrôle des Activités Financières (‘CCAF’)”, “the French Autorité de Contrôle Prudentiel et de Résolution (‘ACPR’)” and the Monaco Government.

Singapore: this material is distributed in Singapore by Bank J. Safra Sarasin Ltd, Singapore Branch (“BJSS Singapore”) in the conduct of its business in Singapore. BJSS Singapore is an exempt financial adviser under the Singapore Financial Advisers Act (Cap. 110), a wholesale bank licensed under the Singapore Banking Act (Cap. 19) and regulated by the Monetary Authority of Singapore (“MAS”). This advertisement has not been reviewed by the MAS. If you are in doubt about any of the matters detailed herein, you should obtain independent professional advice.

United Kingdom: this material is distributed from the UK by Bank J. Safra Sarasin (Gibraltar) Ltd, London Branch (“BJSS London”), 47 Berkeley Square, London, W1J 5AU to its clients and prospects. Registered as a foreign company in the UK number FC027699. Authorised by the Gibraltar Financial Services Commission and subject to limited regulation in the United Kingdom by the Financial Conduct Authority and the Prudential Regulation Authority. Registration number 466838. Registered office 57– 63 Line Wall Road, Gibraltar.

© 2019 Bank J. Safra Sarasin Ltd. All rights reserved.

Page 20: E-Services Mobile Banking App€¦ · E-Banking will open showing your Dash- board page with a summary of your bank information. Step 6 Step 5 Step 3. 14 E-Services Mobile Banking

Bank J. Safra Sarasin (Bahamas) Ltd.Lyford Financial CentreBuilding 2 – Western Road P.O. Box CB-10988Lyford Cay – New ProvidenceThe BahamasT: +1 242 603 79 00F: +1 242 603 79 01www.jsafrasarasin.bs

www.jsafrasarasin.com/e-services


Recommended